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(Created page with " Accounts may be deleted by viewing the list of accounts, plac-ing a checkmark beside one or more accounts to be deleted, then clicking on the “Delete” button. Step-by-S...")
 
 
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Accounts may be deleted in the accounts list view or from the Account detail screen.
  
Accounts may be deleted by viewing the list of accounts, plac-ing a checkmark beside one or more accounts to be deleted, then clicking on the “Delete” button.  
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[[File:ScreenHunter_16 Sep. 25 13.58.jpg|left]]
  
Step-by-Step
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== To Delete Accounts from the Accounts List View ==
  
1. Click on the “Accounts” module tab to go to the “Ac-counts” screen.
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::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
  
2. Place a checkmark in the far left column for each account to be deleted.
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::::::2. Mark the checkbox in the far left column for each account you want to delete.
  
3. Click on the “Delete” button to delete the selected accounts.
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::::::3. Click the '''Delete''' button to delete the selected accounts.
  
4. The same process applies to any items in a Related View.
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== To Delete Accounts from the Accounts Detail Screen ==
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::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
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::::::2. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.''
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::::::3. Click the '''Delete''' button at the top of the screen to delete the selected account.
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[[File:ScreenHunter_12 Sep. 25 13.52.jpg]]
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::::::Return to [[Accounts]]

Latest revision as of 14:55, 19 November 2012

Accounts may be deleted in the accounts list view or from the Account detail screen.

ScreenHunter 16 Sep. 25 13.58.jpg

To Delete Accounts from the Accounts List View[edit]

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
2. Mark the checkbox in the far left column for each account you want to delete.
3. Click the Delete button to delete the selected accounts.


To Delete Accounts from the Accounts Detail Screen[edit]

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.
2. Click on any listed account name to see more detailed information about that account. The Account detail screen displays.
3. Click the Delete button at the top of the screen to delete the selected account.


ScreenHunter 12 Sep. 25 13.52.jpg


Return to Accounts